See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,678 | $159,602-85.2% | $150,045-84.2% | $142,382-83.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.73% | 70.24%-40.5pp | 62.55%-32.8pp | 217.08%-187.3pp |
| Employer contribution / active EE | $6,404 | $4,961+29.1% | $4,693+36.4% | $4,299+49.0% |
| Participant deferral / active EE | $17,781 | $8,310+114.0% | $7,997+122.3% | $6,507+173.2% |
| Admin fee / account holder | $48 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |